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Marsh & McLennan
MMC

Overview Fund Activity

1,462 hedge funds and large institutions have $91.9B invested in Marsh & McLennan in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 586 increasing their positions, 515 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+28
Holders Change %
+1.95%
% of All Funds
21.27%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
586
Reduced
515
Closed
71
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.41B
2
Amundi
Amundi
France
$598M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$2.45B
4
UBS AM
UBS AM
Illinois
$987M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$146M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.92B
2
Capital International Investors
Capital International Investors
California
$3.86B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$804M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
801
Williams Jones Wealth Management
New York
$785K – – –
SRWM
802
Shira Ridge Wealth Management
California
$781K +$8.01K +38 +1%
ML
803
McAdam LLC
Pennsylvania
$776K -$9.48K -45 -1%
HCM
804
Hutchinson Capital Management
California
$776K +$1.05K +5 +0.1%
SB
805
Strategic Blueprint
Georgia
$775K +$56.1K +266 +8%
TCOT
806
Trust Company of Toledo
Ohio
$773K +$193K +916 +33%
LI
807
Louisbourg Investments
New Brunswick, Canada
$769K – – –
AFP
808
Ausdal Financial Partners
Iowa
$765K +$1.05K +5 +0.1%
VIP
809
Vista Investment Partners
Oklahoma
$759K – – –
CWM
810
Congress Wealth Management
Massachusetts
$754K -$910K -4,317 -55%
SMA
811
Sage Mountain Advisors
Georgia
$739K +$102K +482 +16%
MAM
812
MMA Asset Management
Pennsylvania
$738K +$1.9K +9 +0.3%
LNB
813
Ledyard National Bank
$738K +$246K +1,167 +50%
NCM
814
Noesis Capital Mangement
Florida
$738K – – –
T
815
TrueFG
Texas
$738K – – –
HH
816
Hilltop Holdings
Texas
$734K +$28.9K +137 +4%
FRA
817
Frank Rimerman Advisors
California
$720K +$713K +3,386 +11,676%
TPA
818
Trivium Point Advisory
Connecticut
$719K +$444K +2,106 +161%
GIA
819
Gateway Investment Advisers
Ohio
$718K -$79.9K -379 -10%
LFAS
820
Level Four Advisory Services
Texas
$718K +$99.5K +472 +16%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$716K +$158K +751 +28%
SWM
822
Spire Wealth Management
Virginia
$715K -$175K -829 -20%
OAM
823
Ostrum Asset Management
France
$715K -$55.8K -265 -7%
BIG
824
Brooklyn Investment Group
New York
$713K – – –
GL
825
Graypoint LLC
New York
$708K -$16K -76 -2%
31 32
33
34 35